Author Archive
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Jul 6, 2026One of the most dramatic changes in the US over the last 35 years has been the distribution of wealth between the middle class and the top 1%. -
Jul 6, 2026Token prices are starting to fall. -
Jul 3, 2026Labor's been getting the short end of the stick since 2008. -
Jun 22, 2026Reality often gets in the way of theory. All things are flawed, and systems are broken. -
Jun 19, 2026Probably not. -
Jun 8, 2026Small caps are beating the megacaps. -
May 27, 2026The equity risk premium is gone. -
May 15, 2026Inflation is going in the wrong direction -
May 5, 2026Is there nothing to worry about? -
Apr 7, 2026An investing recepe isn't enough. -
Apr 3, 2026How oil shocks affect growth and inflation -
Feb 4, 2026Investors seek uncorrelated returns from hedge funds. -
Feb 3, 2026Today's economic stats don't measure what's important. -
Jan 27, 2026Fiat money is out, hard assets are in. -
Jan 26, 2026Volatility has fallen but yields have not. -
Jan 14, 2026Most metals markets have a supply problem -
Jan 6, 2026The need for causal thinking. -
Jan 2, 2026The Great Globalization is over, and we will all suffer from this in 2026.
